See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,287 | $65,703+23.7% | $94,224-13.7% | $59,632+36.3% |
| Participation rate | 89.8% | 72.1%+17.7pp | 78.8%+11.0pp | 68.7%+21.1pp |
| Annual return | 3.00% | 5.22%-2.2pp | 10.68%-7.7pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $1,080 | $2,021-46.6% | $3,587-69.9% | $2,203-51.0% |
| Participant deferral / active EE | $2,991 | $3,143-4.8% | $4,320-30.8% | $3,192-6.3% |
| Admin fee / account holder | $6,212 | $4,264+45.7% | $6,269-0.9% | $4,297+44.6% |